Showing 18 Results

Why You Should Attend
Many lawyers learn SEC reporting through on-the-job training that often is piecemeal at best. This Workshop is intended to replace that ad-hoc learning process by helping participants develop a comprehensive and in-depth understanding of the structure, organization and details of the reporting requirements of the U.S. federal securities laws, including how to use the SEC’s online resources and all related sources ...

Why You Should Attend
A hands-on Workshop designed to give participants a mastery of the Form 10-K requirements, and takeaways on how to improve 10-K disclosures. Interactive discussions involving example 10-Ks will enhance your understanding of each item, with particular focus given to the Management’s Discussion & Analysis (MD&A) section. Workshop leaders will guide Participants through Form 10-K item-by-item, using PLI’s SEC ...

Why You Should Attend
Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms.
Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s ...

Why You Should Attend
With the financial reporting world in a constant state of change, it’s challenging to keep up with new and evolving accounting standards and regulations. The Annual Forum will provide key insights and updates from regulators, industry and topic experts. Attendees will learn about FASB’s standard-setting agenda, as well as updates on rulemaking, interpretive guidance and enforcement actions from the SEC. ...

Why You Should Attend
By using interactive lectures and examples, this Workshop will give participants a mastery of Regulation S-K Item 303, Management’s Discussion and Analysis (MD&A), for both annual and interim periods, enabling you to draft or review an MD&A with confidence.
What You Will Learn
Learn in detail the requirements and rules for each section of MD&A – results of operations, liquidity and capital resources, ...

Why You Should Attend
This Workshop will provide the knowledge and tools to demystify the debt versus equity conundrum for complex financial instruments, such as warrants with re-pricing provisions and convertible instruments with embedded features. These types of financing tools have become important for emerging and growing companies that seek alternative financing solutions rather than mainstream lending. Unfortunately, because of ...

Why You Should Attend
In this Workshop designed for lawyers and financial reporting professionals, our experienced Workshop leaders will use interactive lectures and examples to give participants the foundational knowledge and practical experience necessary to prepare and review the SEC’s Foreign Private Issuer periodic and current reporting forms, including the 20-F Annual Report and Form 6-K. Participants will build an understanding of the ...

Why You Should Attend
Many lawyers learn SEC reporting through on-the-job training, which often is piecemeal at best. This Workshop is intended to replace that ad-hoc learning process by helping participants develop an in-depth understanding of the reporting requirements of the U.S. federal securities laws. Workshop participants will build the foundational knowledge and practical experience necessary to understand, prepare and review periodic and ...

Why You Should Attend
Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms.
Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. ...

Why You Should Attend
A hands-on Workshop designed to give participants a mastery of the Form 10-K requirements, and takeaways on how to improve 10-K disclosures. Interactive discussions involving participants’ and example 10-Ks will enhance your understanding of each item, with particular focus given to the Management’s Discussion & Analysis (MD&A) section. Workshop leaders will guide Participants through Form 10-K item-by-item, ...

Why You Should Attend
This Workshop will provide the knowledge and tools to demystify the debt versus equity conundrum for complex financial instruments, such as warrants with re-pricing provisions and convertible instruments with embedded features. These types of financing tools have become important for emerging and growing companies that seek alternative financing solutions rather than mainstream lending. Unfortunately, because of ...

Why You Should Attend
Learn to apply the business combinations accounting guidance in a pragmatic, practical way. Workshop participants will gain an in-depth understanding of how to apply the FASB standard (codified in ASC 805) on business combinations, including recent ASUs related to business combinations; how to make journal entries in specific situations; the areas where estimation and judgment is required; the SEC requirements for financial ...

Why You Should Attend
Designed for accounting and financial reporting professionals, this Workshop will help you build the foundational knowledge and practical experience necessary to prepare and review the SEC’s periodic and current reporting forms.
Participants will learn the structure and details of Forms 10-K, 10-Q, and 8-K, with particular emphasis on challenging and complex disclosures and how to effectively use the SEC’s guidance. ...

Why You Should Attend
By using interactive lectures and examples, this Workshop will give participants a mastery of Regulation S-K Item 303, Management’s Discussion and Analysis (MD&A), for both annual and interim periods, enabling you to draft or review an MD&A with confidence.
What You Will Learn
Learn in detail the requirements and rules for each section of MD&A – results of operations, liquidity and capital resources, ...

Why You Should Attend
In this Workshop designed for lawyers and financial reporting professionals, our experienced Workshop leaders will use interactive lectures and examples to give participants the foundational knowledge and practical experience necessary to prepare and review the SEC’s Foreign Private Issuer periodic and current reporting forms, including the 20-F Annual Report and Form 6-K. Participants will build an understanding of the ...